Kestra Financial to Offer eMoney Advisor’s Financial Planning Platform
AUSTIN, Texas & RADNOR, Pa.--(BUSINESS WIRE)--Industry-leading independent advisor platform Kestra Financial, Inc. (Kestra Financial) has partnered with eMoney Advisor to further its commitment to empower advisor success and expand its integrated technology platform.
Beginning in the second quarter, Kestra Financial will launch its integrated client portal and comprehensive financial planning solution, which will be powered by eMoney’s industry-leading wealth management technology. All advisors affiliated with Kestra Financial will be offered direct access to trading and account level details, complete with easy access single sign-on, enabling a consistent client experience.
“Kestra Financial’s partnership with eMoney will allow our advisors access to a state-of-the-art technology experience that will be a huge value-add for their clients,” said James Poer, CEO of Kestra Financial. “We selectively partner with sophisticated, upstream advisors, and are committed to helping them deepen their relationships with clients. Our upgraded platform – powered by eMoney – will allow our advisors to build even more collaborative relationships as they attract, retain and engage with their clients.”
eMoney’s industry-leading client portal offers clients of Kestra Financial advisors a real-time, on-demand financial experience that strengthens relationships and keeps advisors at the forefront of digital trends. Features of the platform include self-registration and onboarding, mobile web access, account aggregation and organization, and unlimited, secure document storage.
“Advisors’ jobs are more challenging than ever before. eMoney’s wealth management technology enables advisors to exceed their clients’ high expectations efficiently and effectively,” said Stephen Langlois, Head of Business Development at eMoney. “We’re confident that Kestra Financial’s advisors will soon find that the new integrated tech platform provides the support and cutting-edge tools to scale and grow their businesses.”
About Kestra Financial
Kestra Financial, Inc. (Kestra Financial) provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency.
Headquartered in the “Silicon Hills” of Austin, Texas, Kestra Financial offers an experience as unique as the city in which it operates. The firm supports more than 1,800 independent financial advisors in delivering comprehensive securities and investment advisory services to their clients. Kestra Financial is the parent company of Kestra Investment Services, LLC, member FINRA/SIPC, and also of Kestra Advisory Services, LLC; Kestra Private Wealth Services, LLC; and Kestra Institutional Services, LLC, all federally registered investment advisers.
About eMoney Advisor, LLC
eMoney Advisor, LLC (“eMoney”), based in Radnor, Pennsylvania, is the leading, scalable wealth management technology developed for financial professionals, firms and enterprises of all sizes. Rooted in collaborative financial planning, eMoney’s technology enables financial professionals to build stronger client relationships, streamline business operations and drive revenue and growth. Developed and perfected by more than 600 passionate, innovative and dedicated employees in three locations, eMoney’s solutions transform the wealth management experience for more than 50,000 financial professionals and 2.1 million end-clients nationwide.
For more information, please visit: www.emoneyadvisor.com.
Gregory FCA for Kestra Financial
Leah Katsanis, 610-228-2117
Joanna Armandi, 610-684-1100 x4214